financial-document-management
OfficialOrganize invoices and financial docs.
Finance & Accounting#receipts#invoices#tax preparation#organization#document management#financial records
Authorqodex-ai
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill transforms chaotic folders of invoices, receipts, and financial documents into a clean, tax-ready filing system without manual effort.
Core Features & Use Cases
- Invoice Information Extraction: Reads vendor, date, amount, and descriptions from PDFs and images.
- Standardized Renaming: Renames files to a consistent
YYYY-MM-DD Vendor - Invoice - Product.pdfformat. - Categorization & Sorting: Organizes files by vendor, category, or time period.
- CSV Summary Generation: Creates a spreadsheet of all extracted financial data.
- Use Case: Preparing for tax season by automatically organizing a year's worth of scattered receipts and invoices.
Quick Start
Organize all invoices in the current folder by vendor and create a summary CSV.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: financial-document-management Download link: https://github.com/qodex-ai/ai-agent-skills/archive/main.zip#financial-document-management Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.